节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
印度2月煤炭进口同比下滑8.5% 国内库存高企+海运煤价坚挺压制需求
据印度能源媒体ETEnergyWorld报道，印度2025-26财年2月煤炭进口量同比下降8.5%至1655万吨，核心驱动因素为国内煤炭库存创历史新高，叠加海运煤炭价格维持坚挺态势。受国内矿商去库存压力影响，本月煤炭进口预计延续疲弱趋势。
B2B电商平台mjunction（塔塔钢铁与印度钢铁管理局SAIL合资企业）董事总经理兼CEO Vinaya Varma指出，国内煤炭库存处于纪录高位，且海运煤价刚性，共同导致动力煤进口下滑；伴随国内矿商持续清理库存，进口弱势料将延续。数据显示，2025-26财年2月煤炭进口量环比1月1664万吨基本持平，...
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